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Nonprofiteer
← INDEPENDENT HEALTH ASSOCIATION INC

Form 990 for tax year 2023

Filed by INDEPENDENT HEALTH ASSOCIATION INC.

Totals

Total revenue
$1,600,418,300
Total expenses
$1,676,202,535
Contributions and grants received
$0
Grants paid
$4,588,733
Program service revenue
$1,595,103,340
Investment income
$4,776,817
Other revenue
$538,143
Total assets, end of year
$840,495,742
Total liabilities, end of year
$382,413,621
Net assets or fund balances, end of year
$458,082,121
Program services expenses (Part IX)
$1,508,753,422
Management and general expenses
$167,449,113
Fundraising expenses
$0
Program service expenses (Part III)
$1,508,753,422

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUMS,REINSURANCE,&

    total $1,595,103,340 · related or exempt $1,595,103,340

  • 3 · Investment income

    total $13,320,919 · excluded $13,320,919

  • 5 · Royalties

    total $457,453 · excluded $457,453

  • 6a · Gross rents

    real property $102,006

  • 6b · Less rental expenses

    real property $21,316

  • 6c · Rental income or loss

    real property $80,690

  • 6d · Net rental income or loss

    total $80,690 · excluded $80,690

  • 7a · Gross sales of assets other than inventory

    securities $418,021,098

  • 7b · Less cost or other basis and sales expenses

    securities $426,288,032 · other assets $277,168

  • 7c · Gain or loss

    securities -$8,266,934 · other assets -$277,168

  • 7d · Net gain or loss

    total -$8,544,102 · excluded -$8,544,102

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,588,733 · program services $4,588,733

  • 4 · Benefits paid to or for members

    total $1,455,999,102 · program services $1,455,999,102

  • 5 · Compensation of officers, directors and key employees

    total $16,546,447 · management and general $16,546,447

  • 7 · Other salaries and wages

    total $45,492,058 · program services $17,802,614 · management and general $27,689,444

  • 8 · Pension plan contributions

    total $3,005,971 · program services $717,055 · management and general $2,288,916

  • 9 · Other employee benefits

    total $19,814,854 · program services $4,082,617 · management and general $15,732,237

  • 10 · Payroll taxes

    total $9,047,945 · program services $1,412,056 · management and general $7,635,889

  • 11b · Fees: legal

    total $1,643,737 · management and general $1,643,737

  • 11c · Fees: accounting

    total $424,235 · management and general $424,235

  • 11d · Fees: lobbying

    total $121,760 · management and general $121,760

  • 11f · Fees: investment management

    total $1,010,264 · management and general $1,010,264

  • 11g · Fees: other

    total $36,215,786 · program services $78,681 · management and general $36,137,105

  • 12 · Advertising and promotion

    total $5,073,661 · program services $2,177 · management and general $5,071,484

  • 13 · Office expenses

    total $8,737,142 · program services $340,281 · management and general $8,396,861

  • 14 · Information technology

    total $18,933,234 · program services $122 · management and general $18,933,112

  • 16 · Occupancy

    total $1,647,437 · management and general $1,647,437

  • 17 · Travel

    total $160,484 · program services $27,121 · management and general $133,363

  • 19 · Conferences, conventions and meetings

    total $101,323 · management and general $101,323

  • 20 · Interest

    total $6,177,454 · management and general $6,177,454

  • 22 · Depreciation, depletion and amortization

    total $12,322,149 · management and general $12,322,149

  • 23 · Insurance

    total $1,667,188 · program services $40,568 · management and general $1,626,620

  • 24a · Other expenses: GME SURCHARGE

    total $18,528,311 · program services $18,528,311

  • 24b · Other expenses: WELLNESS REWARDS

    total $1,332,788 · program services $1,321,255 · management and general $11,533

  • 24c · Other expenses: MHPAEA PENALTY

    total $1,126,000 · management and general $1,126,000

  • 24d · Other expenses: NYS ASSESSMENT/ACA

    total $977,918 · management and general $977,918

  • 24e · All other expenses

    total $5,506,554 · program services $3,812,729 · management and general $1,693,825

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,654,819 · end of year $6,438,163

  • 4 · Accounts receivable

    beginning of year $297,549,558 · end of year $267,492,258

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,289,920 · end of year $35,174,596

  • 10a · Land, buildings and equipment: cost or other basis

    $176,278,714

  • 10b · Land, buildings and equipment: accumulated depreciation

    $121,008,052

  • 10c · Land, buildings and equipment, net

    beginning of year $45,651,595 · end of year $55,270,662

  • 11 · Investments: publicly traded securities

    beginning of year $348,619,839 · end of year $284,780,010

  • 14 · Intangible assets

    beginning of year $1,608,750 · end of year $1,563,750

  • 15 · Other assets

    beginning of year $185,799,334 · end of year $189,776,303

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,261,644 · end of year $107,704,389

  • 19 · Deferred revenue

    beginning of year $5,907,663 · end of year $8,247,971

  • 21 · Escrow or custodial account liability

    beginning of year $3,985,657 · end of year $4,599,506

  • 24 · Unsecured notes and loans payable

    beginning of year $78,500,000 · end of year $78,850,000

  • 25 · Other liabilities

    beginning of year $241,940,866 · end of year $183,011,755

  • 27 · Net assets without donor restrictions

    beginning of year $338,337,166 · end of year $284,473,061

  • 28 · Net assets with donor restrictions

    beginning of year $167,240,819 · end of year $173,609,060

Mission and programs · 2023

Mission

PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.

  • INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES THE FAMILY HEALTH PLUS (FHP) PROGRAM AVAILABLE TO ELIGIBLE RESIDENTS OF ERIE COUNTY AND THE CHILD HEALTH PLUS (CHP) PROGRAM) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. (SEE SCHEDULE O FOR ADDITIONAL DETAIL).

    Expenses $1,508,753,422 · Grants $4,588,733 · Revenue $1,595,103,340

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Cropp MD

    PRESIDENT & CEO

    Total calculated
    $2,596,251
    From this org
    $1,955,270
    From related orgs
    $0
    Other
    $640,981
    Hours/week
    32 + 19 related

    Schedule J breakdown matched by us

    Base
    $1,131,471
    Bonus
    $786,293
    Other
    $37,506
    Deferred
    $627,783
    Nontaxable benefits
    $13,198
    Filer's total
    $2,596,251

  • Kathleen Mylotte MD

    CHAIRPERSON

    Total calculated
    $106,100
    From this org
    $106,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Daniel B Weintraub CPA

    BOARD MEMBER

    Total calculated
    $77,949
    From this org
    $70,500
    From related orgs
    $0
    Other
    $7,449
    Hours/week
    5 + 2 related

  • Anthony J Baynes

    BOARD MEMBER

    Total calculated
    $65,182
    From this org
    $54,500
    From related orgs
    $0
    Other
    $10,682
    Hours/week
    5

  • Daniel Gagliardo

    BOARD MEMBER

    Total calculated
    $59,182
    From this org
    $48,500
    From related orgs
    $0
    Other
    $10,682
    Hours/week
    5 + 1 related

  • Donald K Boswell

    VICE CHAIRPERSON

    Total calculated
    $58,911
    From this org
    $58,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    5

  • Patricia Smith

    BOARD MEMBER

    Total calculated
    $56,911
    From this org
    $56,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    5

  • Lisa Mendonza MD

    BOARD MEMBER

    Total calculated
    $55,182
    From this org
    $44,500
    From related orgs
    $0
    Other
    $10,682
    Hours/week
    5

  • David Pawlowski MD

    BOARD MEMBER

    Total calculated
    $53,182
    From this org
    $42,500
    From related orgs
    $0
    Other
    $10,682
    Hours/week
    5

  • Fuad Sheriff MD

    BOARD MEMBER

    Total calculated
    $51,949
    From this org
    $44,500
    From related orgs
    $0
    Other
    $7,449
    Hours/week
    5

  • Gerard T Mazurkiewicz CPA

    BOARD MEMBER

    Total calculated
    $49,911
    From this org
    $49,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    5

  • David J McNamara Esq

    BOARD MEMBER

    Total calculated
    $47,500
    From this org
    $47,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Yvonne S Minor-Ragan PhD

    BOARD MEMBER

    Total calculated
    $46,911
    From this org
    $46,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    5 + 2 related

  • Pamela D Reed MD

    BOARD MEMBER

    Total calculated
    $46,500
    From this org
    $46,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Mansi Demia

    BOARD MEMBER

    Total calculated
    $44,500
    From this org
    $44,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Thomas J Foels MD

    BOARD MEMBER

    Total calculated
    $44,500
    From this org
    $44,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Colleen C Dipirro

    BOARD MEMBER (END 04/23)

    Total calculated
    $2,980
    From this org
    $1,200
    From related orgs
    $0
    Other
    $1,780
    Hours/week
    5 + 1 related

  • Anthony Billittier

    EVP - CHF MEDICAL OFCR

    Total calculated
    $1,280,518
    From this org
    $999,731
    From related orgs
    $0
    Other
    $280,787
    Hours/week
    21 + 20 related

    Schedule J breakdown matched by us

    Base
    $454,260
    Bonus
    $535,861
    Other
    $9,610
    Deferred
    $215,953
    Nontaxable benefits
    $64,834
    Filer's total
    $1,280,518

  • James Dunlop

    TREASURER & EVP CFO

    Total calculated
    $1,127,870
    From this org
    $813,448
    From related orgs
    $0
    Other
    $314,422
    Hours/week
    36 + 16 related

    Schedule J breakdown matched by us

    Base
    $578,329
    Bonus
    $228,454
    Other
    $6,665
    Deferred
    $243,180
    Nontaxable benefits
    $71,242
    Filer's total
    $1,127,870

  • John Mineo

    SEC - EVP GEN COUNSEL (END 04/23)

    Total calculated
    $1,079,724
    From this org
    $1,054,444
    From related orgs
    $0
    Other
    $25,280
    Hours/week
    8 + 6 related

    Schedule J breakdown matched by us

    Base
    $137,960
    Bonus
    $506,692
    Other
    $409,792
    Deferred
    $7,817
    Nontaxable benefits
    $17,463
    Filer's total
    $1,079,724

  • Kenneth Sodaro

    SEC -EVP GENERAL COUNSEL (BEG 05/23)

    Total calculated
    $299,428
    From this org
    $254,269
    From related orgs
    $0
    Other
    $45,159
    Hours/week
    17 + 10 related

    Schedule J breakdown matched by us

    Base
    $234,043
    Bonus
    $0
    Other
    $20,226
    Deferred
    $0
    Nontaxable benefits
    $45,159
    Filer's total
    $299,428

  • Nicole Britton

    VP - CHF COMPLIANCE OFCR

    Total calculated
    $238,284
    From this org
    $206,419
    From related orgs
    $0
    Other
    $31,865
    Hours/week
    32 + 11 related

    Schedule J breakdown matched by us

    Base
    $175,476
    Bonus
    $30,679
    Other
    $264
    Deferred
    $4,726
    Nontaxable benefits
    $27,139
    Filer's total
    $238,284

  • John Reid Rodgers

    EVP - COO

    Total calculated
    $1,444,261
    From this org
    $988,928
    From related orgs
    $0
    Other
    $455,333
    Hours/week
    33 + 16 related

    Schedule J breakdown matched by us

    Base
    $604,398
    Bonus
    $353,793
    Other
    $30,737
    Deferred
    $423,532
    Nontaxable benefits
    $31,801
    Filer's total
    $1,444,261

  • Patricia C Clabeaux

    EVP - CHF HR OFCR

    Total calculated
    $853,095
    From this org
    $611,877
    From related orgs
    $0
    Other
    $241,218
    Hours/week
    27 + 18 related

    Schedule J breakdown matched by us

    Base
    $386,767
    Bonus
    $217,591
    Other
    $7,519
    Deferred
    $188,592
    Nontaxable benefits
    $52,626
    Filer's total
    $853,095

  • Eric J Decker

    SVP - INFORMATION TECHNOLOGY CIO

    Total calculated
    $659,323
    From this org
    $533,987
    From related orgs
    $0
    Other
    $125,336
    Hours/week
    32 + 14 related

    Schedule J breakdown matched by us

    Base
    $383,311
    Bonus
    $148,991
    Other
    $1,685
    Deferred
    $96,219
    Nontaxable benefits
    $29,117
    Filer's total
    $659,323

  • Roberta D Rifkin

    SVP-GOVT AFFAIRS & STRAT PRTNRSHPS

    Total calculated
    $630,460
    From this org
    $457,493
    From related orgs
    $0
    Other
    $172,967
    Hours/week
    27 + 17 related

    Schedule J breakdown matched by us

    Base
    $281,080
    Bonus
    $172,543
    Other
    $3,870
    Deferred
    $142,970
    Nontaxable benefits
    $29,997
    Filer's total
    $630,460

  • Margaret Steffan

    SVP - FINANCE & CAO

    Total calculated
    $620,758
    From this org
    $436,765
    From related orgs
    $0
    Other
    $183,993
    Hours/week
    31 + 20 related

    Schedule J breakdown matched by us

    Base
    $311,192
    Bonus
    $121,256
    Other
    $4,317
    Deferred
    $153,959
    Nontaxable benefits
    $30,034
    Filer's total
    $620,758

  • Richard M Argentieri

    SVP - CHF SALES & MARKT OFCR

    Total calculated
    $585,229
    From this org
    $437,677
    From related orgs
    $0
    Other
    $147,552
    Hours/week
    31 + 16 related

    Schedule J breakdown matched by us

    Base
    $314,538
    Bonus
    $119,510
    Other
    $3,629
    Deferred
    $121,379
    Nontaxable benefits
    $26,173
    Filer's total
    $585,229

  • Cheryl Friedman

    SVP - HEALTH CARE SERVICES

    Total calculated
    $524,559
    From this org
    $456,773
    From related orgs
    $0
    Other
    $67,786
    Hours/week
    37 + 20 related

    Schedule J breakdown matched by us

    Base
    $330,313
    Bonus
    $122,168
    Other
    $4,292
    Deferred
    $41,158
    Nontaxable benefits
    $26,628
    Filer's total
    $524,559

  • Amin M Serehali

    SVP - CHF DATA & ANALYTICS OFCR

    Total calculated
    $496,979
    From this org
    $419,165
    From related orgs
    $0
    Other
    $77,814
    Hours/week
    36 + 13 related

    Schedule J breakdown matched by us

    Base
    $323,995
    Bonus
    $92,997
    Other
    $2,173
    Deferred
    $51,020
    Nontaxable benefits
    $26,794
    Filer's total
    $496,979

  • Mike Reilly

    SVP-CHF HEALTHCARE INNV & STRAT. OFCR

    Total calculated
    $484,500
    From this org
    $427,500
    From related orgs
    $0
    Other
    $57,000
    Hours/week
    27 + 19 related

    Schedule J breakdown matched by us

    Base
    $331,753
    Bonus
    $94,504
    Other
    $1,243
    Deferred
    $53,974
    Nontaxable benefits
    $3,026
    Filer's total
    $484,500

  • Anne O'Neill

    SVP - CHF RISK OFCR

    Total calculated
    $484,044
    From this org
    $337,485
    From related orgs
    $0
    Other
    $146,559
    Hours/week
    32 + 12 related

    Schedule J breakdown matched by us

    Base
    $263,771
    Bonus
    $71,105
    Other
    $2,609
    Deferred
    $117,824
    Nontaxable benefits
    $28,735
    Filer's total
    $484,044

  • Anthony Montagna

    SVP - CHF NETWORK OFCR

    Total calculated
    $477,678
    From this org
    $354,945
    From related orgs
    $0
    Other
    $122,733
    Hours/week
    29 + 20 related

    Schedule J breakdown matched by us

    Base
    $254,894
    Bonus
    $99,126
    Other
    $925
    Deferred
    $97,779
    Nontaxable benefits
    $24,954
    Filer's total
    $477,678

  • Robert Tracy

    SVP - GOVT PROGRAMS

    Total calculated
    $433,450
    From this org
    $351,867
    From related orgs
    $0
    Other
    $81,583
    Hours/week
    33 + 12 related

    Schedule J breakdown matched by us

    Base
    $251,894
    Bonus
    $97,499
    Other
    $2,474
    Deferred
    $54,373
    Nontaxable benefits
    $27,210
    Filer's total
    $433,450

  • David Shute

    SVP - OPERATIONS

    Total calculated
    $424,226
    From this org
    $356,102
    From related orgs
    $0
    Other
    $68,124
    Hours/week
    32 + 10 related

    Schedule J breakdown matched by us

    Base
    $280,833
    Bonus
    $72,524
    Other
    $2,745
    Deferred
    $44,185
    Nontaxable benefits
    $23,939
    Filer's total
    $424,226

  • Dave Mika

    SVP -BUSINESS OPERATIONS (BEG 05/23)

    Total calculated
    $361,215
    From this org
    $302,956
    From related orgs
    $0
    Other
    $58,259
    Hours/week
    30 + 16 related

    Schedule J breakdown matched by us

    Base
    $255,656
    Bonus
    $43,804
    Other
    $3,496
    Deferred
    $28,291
    Nontaxable benefits
    $29,968
    Filer's total
    $361,215

  • Peter Ghil

    SVP - CHF ACTUARIAL OFCR (BEG 04/23)

    Total calculated
    $329,903
    From this org
    $287,477
    From related orgs
    $0
    Other
    $42,426
    Hours/week
    43 + 18 related

    Schedule J breakdown matched by us

    Base
    $233,993
    Bonus
    $52,126
    Other
    $1,358
    Deferred
    $13,542
    Nontaxable benefits
    $28,884
    Filer's total
    $329,903

  • George Wands

    VP - CHF AUDIT OFCR

    Total calculated
    $247,344
    From this org
    $206,750
    From related orgs
    $0
    Other
    $40,594
    Hours/week
    31 + 11 related

    Schedule J breakdown matched by us

    Base
    $174,677
    Bonus
    $30,907
    Other
    $1,166
    Deferred
    $13,176
    Nontaxable benefits
    $27,418
    Filer's total
    $247,344

  • Timothy Haley

    MED DIR MED POLICY & UM

    Total calculated
    $411,558
    From this org
    $368,287
    From related orgs
    $0
    Other
    $43,271
    Hours/week
    10 + 32 related

    Schedule J breakdown matched by us

    Base
    $330,118
    Bonus
    $35,679
    Other
    $2,490
    Deferred
    $13,483
    Nontaxable benefits
    $29,788
    Filer's total
    $411,558

  • Deidre Wheat

    MED DIR QUALITY DISEASE POP HEALTH

    Total calculated
    $404,708
    From this org
    $356,468
    From related orgs
    $0
    Other
    $48,240
    Hours/week
    19 + 29 related

    Schedule J breakdown matched by us

    Base
    $319,291
    Bonus
    $34,894
    Other
    $2,283
    Deferred
    $15,033
    Nontaxable benefits
    $33,207
    Filer's total
    $404,708

  • Jonathan Burow

    VP - CUST EXP & DIGITAL

    Total calculated
    $352,439
    From this org
    $310,411
    From related orgs
    $0
    Other
    $42,028
    Hours/week
    31 + 16 related

    Schedule J breakdown matched by us

    Base
    $262,777
    Bonus
    $47,252
    Other
    $382
    Deferred
    $12,273
    Nontaxable benefits
    $29,755
    Filer's total
    $352,439

  • Joshua Zalen

    VP - IT SERVICE OPEARATIONS

    Total calculated
    $346,743
    From this org
    $305,366
    From related orgs
    $0
    Other
    $41,377
    Hours/week
    29 + 26 related

    Schedule J breakdown matched by us

    Base
    $257,280
    Bonus
    $46,699
    Other
    $1,387
    Deferred
    $12,409
    Nontaxable benefits
    $28,968
    Filer's total
    $346,743

  • Jennifer Walsh

    ASSOCIATED MED DIR UM

    Total calculated
    $317,674
    From this org
    $301,859
    From related orgs
    $0
    Other
    $15,815
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $280,920
    Bonus
    $19,912
    Other
    $1,027
    Deferred
    $13,470
    Nontaxable benefits
    $2,345
    Filer's total
    $317,674

  • Mark I Johnson

    FORMER OFFICER (END 05/18)

    Total calculated
    $227,648
    From this org
    $227,630
    From related orgs
    $0
    Other
    $18
    Hours/week
    7 + 4 related

    Schedule J breakdown matched by us

    Base
    $227,630
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18
    Filer's total
    $227,648

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
PART I, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2023: JOHN MINEO - $330,832 PART I, LINES 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART VII: MICHAEL CROPP, M.D. - $221,450 JOHN RODGERS - $88,838 PATRICIA CLABEAUX -$63,609 ANTHONY BILLITTIER - $355,503 JOHN MINEO - $353,285 ERIC DECKER - $38,529 MARGARET STEFFAN - $30,968 CHERYL FRIEDMAN - $27,664 ROBERTA RIFKIN - $90,793 RICHARD ARGENTIERI - $29,367 ANTHONY MONTAGNA - $26,430 ROBERT TRACY -$24,803

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • INDEPENDENT HEALTH FOUNDATION

    501(C)(3) · TO PROMOTE GOOD HEALTH IN WESTERN NEW YORK & SUPPORT THE ACTIVITIES OF IHA · NY · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY

    C · THIRD PARTY CLAIMS ADMINISTRATION · NY · 100% owned · share of income -$3,936,033 · share of assets $284,623,420 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

  • INDEPENDENT HEALTH BENEFITS CORPORATION

    C · POS AND INDEMNITY PRODUCT ADMINISTRATION · NY · 100% owned · share of income -$90,639,721 · share of assets $251,234,369 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

  • MASON INSURANCE COMPANY LTD

    C · REINSURANCE · BD · 100% owned · share of income $6,063,632 · share of assets $41,726,117 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349305676

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